Allocating to Environmental Equity Portfolios
An attractive equity solution
- Investors increasingly seeking strong, sustainable,
risk-adjusted returns
- Range of global and regional environmental equity strategies
underpinned by long term global growth themes
- Themes stem from ongoing global demographic change and
intensifying resource scarcity, climate change, environmental
pollution and infrastructure problems that result
- Each of our strategies captures a different set of growth
themes and offers a specific set of risk/return options
Poised for continued long-term
outperformance
- Rising power prices
- Strengthening European and Asian policy momentum
- Rising levels of M&A activity
- Global events (e.g. the Deepwater Horizon oil spill and the
Japanese nuclear disaster) providing additional
catalysts
A highly opportune time to make an
allocation
- Strengthening uncorrelated environmental sector drivers
compounded by historically low portfolio valuations
- Strong potential for re-rating on the back of rising
earnings
- Experienced investment managers and analysts can generate
alpha